Britam Retail IFA Sales CSE's Jobs in Kenya

Britam Retail IFA Sales CSE's Jobs in Kenya


Job Purpose:

  • Growth of IFA business to meet set annual premium targets.

    Key responsibilities

  • Secure new business through intermediaries

  • Retain existing business as per set objectives

  • Maintain excellent customer service to intermediaries and clients

  • Service existing business and resolve customer complaints

  • Follow up on renewals for general insurance business

  • Forward proposal forms to underwriting department

  • Follow up premium collections

  • Prepare weekly and daily reports as required

  • Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk

  • Respond to customer and client enquiries

  • Follow up on commissions and claims issues emanating from intermediaries

  • Recruitment of intermediaries as per set objectives

  • Conversion of FA’s in branches to ensure all are placing general insurance business.

  • Continuous execution of initiatives and strategies per branch to ensure meeting of set objectives and reviewing them where need be.

  • Training of intermediaries on general insurance products and submitting training schedules to supervisors.

  • Use authorised incentive scheme to bring in new business through training intermediaries on
    the same and marketing it.

  • Creating strategic partnerships with intermediaries for maximum business support.

  • Sharing of market intelligence with supervisor.

  • Work closely with underwriter and branch manager to achieve set objectives.

  • Perform any other duties as may be assigned from time to time.

  • Delegated Authority: As per the approved delegated authority matrix.

    Knowledge, experience, and qualifications required:

  • Bachelors’ degree in a business-related field.

  • Professional qualification in Insurance (ACII, IIK).

  • 2-4 year’s relevant experience in the insurance industry.

    How to Apply

  • For more information and job application details, see; Britam Retail IFA Sales CSE's Jobs in Kenya


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